TBA's Life Insurance Link Up
Hosted by Morgan and John Felton · TBA
5.0from 5 ratings
- 114
- Episodes
- 11
- Transcribed
- 5
- Ratings
- Daily
- Cadence
- 2019
- First episode
About TBA's Life Insurance Link Up
Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately. If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you. For more information on TBA: https://www.tba.com/
- Publisher
- TBA
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 19 Aug 2019
- Latest episode
- 17 Sept 2026
Latest episodes
11 of 114 episodes have a transcript.
17 Sept 2026TRANSCRIPT
Estate Planning Isn't Over: What's Driving the Conversation
8 Jul 2026TRANSCRIPT
Succession Planning: The Most Overlooked Conversation
3 Jun 2026TRANSCRIPT
Turning "No" Into Opportunity: A Better Way to Handle Rejection
Inside a recent episode
Estate Planning Isn't Over: What's Driving the Conversation
Published 17 Sept 2026 · Transcript excerpt
[…] So with that opportunity to have that plan in place and speaking of succession, Wealth transfer seems to be in the news a lot more lately. What is the great wealth transfer and how is it impacting our markets? We can't really open a newspaper or an article right now without seeing the headline that we're in the middle of one of the largest wealth transitions we've ever seen. It's often referred to the great wealth transfer. And it's estimated that within the next 20 years, more than $100 trillion in wealth is going to transfer to the next generation. But yet many clients and financial professionals are still approaching planning the same way they did 10 or 15 years ago, which is creating a gap. […]
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See plansWho has been a guest on TBA's Life Insurance Link Up
Names identified in recent episode analyses. Showing up to five guests.
- Tracy Ullom
- Dan Lehner
- Tiffany Markarian
- Zach Gosselin
- Kathryn Kinnanne
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 3 ratings
- Spotify
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 87
- Social presence
- 0
- YouTube
- 0
- Engagement
- 76
Contact TBA's Life Insurance Link Up
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about TBA's Life Insurance Link Up
Who hosts TBA's Life Insurance Link Up?
Morgan and John Felton host the show. Published by TBA.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does TBA's Life Insurance Link Up take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
11 of 114 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of TBA's Life Insurance Link Up?
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